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Episode 371: What’s your TAM

Software Defined Talk

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The Problem With Public Cloud, Is It Getting Too Big?

A lot of people aren't covering the thrilling market of application modernization. No one ever, historically, has more than 15 % share of tam. And it's good to like, use this kind of like a sub tam thinking to realize all the other segments that are out there now too. So then the next hingyou have to do is carve back that tam to just what the clouds are currently offering,. and nd then your spread sheet will pop out by 20-30%.

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